Larson Financial Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.3K | Buy |
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|
2025
Q2 | $16.3K | Sell |
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|
2025
Q1 | $46.5K | Buy |
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|
2024
Q4 | $1.01K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.58K | Hold |
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|
2023
Q3 | $5.39K | Hold |
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|
2023
Q2 | $4.51K | Hold |
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|
2023
Q1 | $4.67K | Hold |
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|
2022
Q4 | $4.98K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Buy |
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